Episode 20 – Scott Kahan

Scott Kahan started his RIA back in his 20s, which also happened to be the same year he purchased his first computer. While it may seem he has little in common with young advisors now, that is anything but true. His story mirrors so many stories I hear everyday from young advisors starting out.

Landing a New Job

Landing a New Job

Caleb Brown, MBA, CFP® has great insights into what you can do to set yourself apart from other applicants or excel at your job.  If you want to get to the elite status, this is definitely a must-listen podcast!

Niching Down

Niching Down

Brad shares with us about niching down into college planning and some of the pitfalls financial advisors can find themselves in if they aren’t prepared for it.